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Reposted 6 Days AgoSaved
In-Office
4 Locations
175K-248K Annually
Senior level
175K-248K Annually
Senior level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Lead and manage credit activities for UHNW clients in private wealth management; focus on growth through advisor engagement and lending opportunities.
Top Skills: Credit PolicyFinra LicensesRisk Management Frameworks
Reposted 6 Days AgoSaved
In-Office
4 Locations
175K-248K Annually
Senior level
175K-248K Annually
Senior level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The Senior Credit Advisor drives lending solution adoption for UHNW clients, manages credit activities, and builds advisor relationships, focusing on growth and risk management.
Top Skills: 63 & 65 Or 667Finra Licenses: Sie
Reposted 6 Days AgoSaved
In-Office
Culver City, CA, USA
25-30 Hourly
Junior
25-30 Hourly
Junior
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Responsible for originating residential mortgage loans, advising clients on financial products, managing relationships, and ensuring compliance with lending regulations.
Top Skills: Loan Origination SoftwareMs Applications
Reposted 6 Days AgoSaved
In-Office
Long Beach, CA, USA
25-30 Hourly
Junior
25-30 Hourly
Junior
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Originate loans for clients with residential mortgage needs, providing lending products and maintaining client relationships while adhering to regulatory requirements.
Reposted 8 Days AgoSaved
In-Office
Burbank, CA, USA
25-30 Hourly
Junior
25-30 Hourly
Junior
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The role involves originating loans, advising clients on financial products, maintaining client relationships, and ensuring compliance with regulations.
Top Skills: Ms Applications
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Reposted 8 Days AgoSaved
In-Office
La Cañada Flintridge, CA, USA
25-30 Hourly
Junior
25-30 Hourly
Junior
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Responsible for originating loans for residential mortgage needs, analyzing client financials, and managing the mortgage loan process.
Top Skills: Mortgage Origination
10 Days AgoSaved
In-Office
5 Locations
175K-248K Annually
Senior level
175K-248K Annually
Senior level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The Senior Credit Advisor manages credit activities for Wealth Management, focusing on UHNW clients. Responsibilities include driving advisor engagement, conducting risk analysis, and structuring complex transactions while ensuring a high-quality client experience.
10 Days AgoSaved
In-Office
3 Locations
126K-268K Annually
Senior level
126K-268K Annually
Senior level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The Credit Advisor develops custom credit relationships with strategic wealth clients, manages loan portfolios, and collaborates with various teams to enhance client experiences while ensuring compliance and risk management.
13 Days AgoSaved
In-Office
North Hollywood, CA, USA
29-34 Hourly
Entry level
29-34 Hourly
Entry level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
As a Financial Solutions Advisor Stage I, you'll obtain industry licenses, build client relationships, and work in a financial center, progressing through development stages.
Top Skills: Securities Industry EssentialsSeries 66Series 7
Reposted 14 Days AgoSaved
In-Office
5 Locations
130K-170K Annually
Senior level
130K-170K Annually
Senior level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
As a Market Leader for the Advisor Development Program, you will supervise advisors, lead training initiatives, support recruitment, and enhance performance management while ensuring compliance and driving market results.
Top Skills: SalesSeries 10Series 66Series 7Series 9
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